FOUNDATION FOR METROWEST INC: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR METROWEST INC (EIN 04-3266789)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-21
IRS object ID
202641419349300224
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-21T13:13:22-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN921479802PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Grassi Advisory Group IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16 Omni Way Suite 201AddressLine1Txt
CityChelmsfordCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01824ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043266789EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Community Foundation for MetroWest IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone5086472260PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 Eliot StreetAddressLine1Txt
CityNatickCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01760ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROLAND HOCHPersonNm
Person TitleCHAIRPersonTitleTxt
Phone5086472260PhoneNum
Signature2026-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJayne A AndrewsPreparerPersonNm
PTINP00514653PTIN
Phone9784522500PhoneNum
Preparation2026-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROLAND HOCHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 Eliot StreetAddressLine1Txt
CityNatickCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01760ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$14,986,913GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.communityfoundationmw.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionThe Community Foundation for Metrowest, Inc. improves the quality of life in 30+ metrowest communities by providing financial and educational resources to local nonprofit organizations, sharing essential data about our region to inform decision making and partnering with donors to help guide and align their giving with the areas of greatest need in the community.ActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee14TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,636,822PYContributionsGrantsAmt
CY Contributions Grants$7,117,268CYContributionsGrantsAmt
PY Program Service Revenue$13,607PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,569,240PYInvestmentIncomeAmt
CY Investment Income$2,689,437CYInvestmentIncomeAmt
PY Other Revenue-$46,249PYOtherRevenueAmt
CY Other Revenue$427,156CYOtherRevenueAmt
PY Total Revenue$9,173,420PYTotalRevenueAmt
CY Total Revenue$10,233,861CYTotalRevenueAmt
PY Grants And Similar Paid$3,418,426PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,114,304CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,350,321PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,404,063CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$631,073CYTotalFundraisingExpenseAmt
PY Other Expenses$859,885PYOtherExpensesAmt
CY Other Expenses$1,083,288CYOtherExpensesAmt
PY Total Expenses$5,628,632PYTotalExpensesAmt
CY Total Expenses$6,601,655CYTotalExpensesAmt
PY Revenues Less Expenses$3,544,788PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,632,206CYRevenuesLessExpensesAmt
Total Assets BOY$32,913,172TotalAssetsBOYAmt
Total Assets EOY$38,440,110TotalAssetsEOYAmt
Total Liabilities BOY$1,728,686TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,037,272TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$31,184,486NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$36,402,838NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe Community Foundation for MetroWest, Inc. improves the quality of life in 30+ MetroWest communities by providing financial and educational resources to local nonprofit organizations, sharing essential data about our region to inform decision making, and partnering with donors to help guide and align their giving with the areas of greatest need in the community.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$5,081,249ExpenseAmt
Grant$4,114,304GrantAmt
DescGrantmaking programs. We provide support to our nonprofit partners in the region through multiple annual grant programs each year. These include areas of focus of Human Services, Hunger Relief, Arts & Culture, Youth Development, Environment, and Emergency Relief.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescAction Projects. We continue to focus on our deeper, more strategic community investments in the area of Equity in Education, Workforce Development, and our newest one launched in 2023 Housing and Homelessness Prevention.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescYouth in Philanthropy. Each year, we run 10-12 Youth in Philanthropy programs across MetroWest, that engages 200+ young people ages 12-18 in this experiential leadership program. Students learn about philanthropy and nonprofits, read real grant applications, conduct site visits, and support the Foundation in determining where to grant funds within our community.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$5,081,249TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document12IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee14EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Community Foundation for MetroWest IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5086472260PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 Eliot StreetAddressLine1Txt
CityNatickCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01760ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Roland Hoch
Chair5.00Yes (X)Yes (X)$0$0$0
Jackie Christiano
Treasurer5.00Yes (X)Yes (X)$0$0$0
Susan Kavoogian
Vice Chair5.00Yes (X)Yes (X)$0$0$0
Christopher Gullotti
Secretary5.00Yes (X)Yes (X)$0$0$0
Christine Schuster
Trustee5.00Yes (X)$0$0$0
Kenneth Vona
Trustee5.00Yes (X)$0$0$0
Susie Estella
Trustee5.00Yes (X)$0$0$0
Dana Neshe
Trustee5.00Yes (X)$0$0$0
Charles Carter
Trustee5.00Yes (X)$0$0$0
Jennifer Leisman Desert
Trustee5.00Yes (X)$0$0$0
John DeSisto
Trustee5.00Yes (X)$0$0$0
Katherine Garrahan
Trustee5.00Yes (X)$0$0$0
Garry Holmes
Trustee5.00Yes (X)$0$0$0
Margaret Ramsey
Trustee5.00Yes (X)$0$0$0
Jason Grant
Trustee5.00Yes (X)$0$0$0
Kathryn Fagin
Trustee5.00Yes (X)$0$0$0
Steven Scheinkopf
Trustee5.00Yes (X)$0$0$0
David Swartz
Trustee5.00Yes (X)$0$0$0
Craig Santos
Trustee5.00Yes (X)$0$0$0
Lily Yun
Trustee5.00Yes (X)$0$0$0
Neeti Ciolini
Trustee5.00Yes (X)$0$0$0
Kirsten Poler
Trustee5.00Yes (X)$0$0$0
Jay Kim
Executive Director40.00Yes (X)$246,035$0$7,381
Caroline Murphy
Vice President40.00$151,272$0$4,538Yes (X)
Mary Crowley
Director of Finance40.00$142,775$0$4,283Yes (X)
Matt Jose
Director of Programs40.00$112,087$0$3,363Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$652,169TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$19,565TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Neuberger BermanBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 145443AddressLine1Txt
CityCincinnatiCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45250ZIPCd
FieldValueIRS element (for citing)
ServicesInvestment Mgr.ServicesDesc
Compensation$138,527CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$7,117,268AllOtherContributionsAmt
Noncash Contributions$1,387,233NoncashContributionsAmt
Total Contributions$7,117,268TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,006,336TotalRevenueColumnAmt
Exclusion$1,006,336ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,371,003SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,687,902SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,683,101SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,683,101TotalRevenueColumnAmt
Exclusion$1,683,101ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$492,306FundraisingGrossIncomeAmt
Fundraising Direct Expenses$65,150FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$427,156TotalRevenueColumnAmt
Exclusion$427,156ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,233,861TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,116,593ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,114,304TotalAmt
Program Services$4,114,304ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$253,416TotalAmt
Program Services$126,708ProgramServicesAmt
Management And General$76,025ManagementAndGeneralAmt
Fundraising$50,683FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$961,462TotalAmt
Program Services$392,366ProgramServicesAmt
Management And General$260,036ManagementAndGeneralAmt
Fundraising$309,060FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$24,765TotalAmt
Program Services$10,581ProgramServicesAmt
Management And General$6,851ManagementAndGeneralAmt
Fundraising$7,333FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$68,662TotalAmt
Program Services$29,337ProgramServicesAmt
Management And General$18,992ManagementAndGeneralAmt
Fundraising$20,333FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$95,758TotalAmt
Program Services$40,914ProgramServicesAmt
Management And General$26,489ManagementAndGeneralAmt
Fundraising$28,355FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$51,330TotalAmt
Management And General$51,330ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$143,667TotalAmt
Management And General$143,667ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$132,583TotalAmt
Management And General$11,872ManagementAndGeneralAmt
Fundraising$120,711FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$103,271TotalAmt
Program Services$11,078ProgramServicesAmt
Management And General$84,489ManagementAndGeneralAmt
Fundraising$7,704FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$106,173TotalAmt
Management And General$76,059ManagementAndGeneralAmt
Fundraising$30,114FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$73,681TotalAmt
Program Services$31,412ProgramServicesAmt
Management And General$20,419ManagementAndGeneralAmt
Fundraising$21,850FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$7,225TotalAmt
Management And General$7,225ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Program Support$324,549$324,549
Bad Debt$100,000$100,000
Development Expenses$34,930$34,930
Repairs and Maintenance$5,879$5,879

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,601,655TotalAmt
Program Services$5,081,249ProgramServicesAmt
Management And General$889,333ManagementAndGeneralAmt
Fundraising$631,073FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$512,982BOYAmt
EOY$936,143EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$904,270BOYAmt
EOY$94,962EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$226,256BOYAmt
EOY$107,639EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$36,103BOYAmt
EOY$33,011EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$136,973LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$134,647LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$9,551BOYAmt
EOY$2,326EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$30,786,608BOYAmt
EOY$36,879,874EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$437,402BOYAmt
EOY$386,155EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$32,913,172BOYAmt
EOY$38,440,110EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,789BOYAmt
EOY$15,646EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$73,867BOYAmt
EOY$157,250EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,650,030BOYAmt
EOY$1,864,376EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,728,686BOYAmt
EOY$2,037,272EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$26,086,811BOYAmt
EOY$30,278,035EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,097,675BOYAmt
EOY$6,124,803EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$31,184,486BOYAmt
EOY$36,402,838EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$32,913,172BOYAmt
EOY$38,440,110EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$3,632,206ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,680,677NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$94,531OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,707,315CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,593,516CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,950,894CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,636,822CurrentTaxYearMinus1YearAmt
Current Tax Year$7,079,096CurrentTaxYearAmt
Total$29,967,643TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,707,315CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,593,516CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,950,894CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,636,822CurrentTaxYearMinus1YearAmt
Current Tax Year$7,079,096CurrentTaxYearAmt
Total$29,967,643TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$496,710SubstantialContributorsTotAmt
Public Support Total170$29,470,933PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$481,635CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$498,223CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$708,941CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$952,979CurrentTaxYearMinus1YearAmt
Current Tax Year$1,006,336CurrentTaxYearAmt
Total$3,648,114TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$757CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,984CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,689CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,538CurrentTaxYearMinus1YearAmt
Total$55,968TotalAmt
FieldValueIRS element (for citing)
Total Support$33,671,725TotalSupportAmt
Gross Receipts Rltd Activities$43,407GrossReceiptsRltdActivitiesAmt
Public Support CY1700.87520PublicSupportCY170Pct
Public Support PY1700.71640PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10, Explanation of Other Income:FormAndLineReferenceDesc
ExplanationOther income - 2021 Amount: $ 757. 2022 Amount: $ 5,984. 2023 Amount: $ 26,689. 2024 Amount: $ 22,538.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held74DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held1FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$1,748,071DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$1,703FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$3,325,043DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$12,000FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$10,617,177DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$125,249FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,597,779BeginningYearBalanceAmt
Contributions$230,522ContributionsAmt
Investment Earnings Or Losses$2,625,158InvestmentEarningsOrLossesAmt
Grants Or Scholarships$982,720GrantsOrScholarshipsAmt
Other Expenditures-$71,858OtherExpendituresAmt
End Year Balance$20,542,597EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,630,528BeginningYearBalanceAmt
Contributions$331,600ContributionsAmt
Investment Earnings Or Losses$1,670,547InvestmentEarningsOrLossesAmt
Grants Or Scholarships$849,009GrantsOrScholarshipsAmt
Other Expenditures$185,887OtherExpendituresAmt
End Year Balance$18,597,779EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,084,797BeginningYearBalanceAmt
Contributions$154,774ContributionsAmt
Investment Earnings Or Losses$2,055,275InvestmentEarningsOrLossesAmt
Grants Or Scholarships$678,142GrantsOrScholarshipsAmt
Other Expenditures-$13,824OtherExpendituresAmt
End Year Balance$17,630,528EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,771,351BeginningYearBalanceAmt
Contributions-$274,128ContributionsAmt
Investment Earnings Or Losses-$3,190,922InvestmentEarningsOrLossesAmt
Grants Or Scholarships$250,777GrantsOrScholarshipsAmt
Other Expenditures-$29,273OtherExpendituresAmt
End Year Balance$16,084,797EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,018,670BeginningYearBalanceAmt
Contributions$414,096ContributionsAmt
Investment Earnings Or Losses$2,156,046InvestmentEarningsOrLossesAmt
Grants Or Scholarships$868,466GrantsOrScholarshipsAmt
Other Expenditures-$51,005OtherExpendituresAmt
End Year Balance$19,771,351EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.77500BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.12500PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.10000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$136,973OtherCostOrOtherBasisAmt
Depreciation$134,647DepreciationAmt
Book Value$2,326BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,326TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Agency Endowments$1,467,471
OPERATING LEASE LIABILITY$396,905
FieldValueIRS element (for citing)
Total Liability$1,864,376TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$11,723,021TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,680,677NetUnrealizedGainsInvstAmt
Other Revenue$65,150OtherRevenueAmt
Revenue Not Reported$1,745,827RevenueNotReportedAmt
Revenue Subtotal$9,977,194RevenueSubtotalAmt
Investment Expenses Not Incld$143,667InvestmentExpensesNotIncldAmt
Other Revenues Not Included$113,000OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$256,667RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$10,233,861TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,504,669TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$65,150OtherExpensesIncludedAmt
Expenses Not Reported$65,150ExpensesNotReportedAmt
Expenses Subtotal$6,439,519ExpensesSubtotalAmt
Investment Expenses Not Incld2$143,667InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$18,469OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$162,136ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$6,601,655TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part X, Line 2:The Foundation, incorporated under Chapter 180 of the Massachusetts General Laws as a tax-exempt entity, has been granted tax-exempt status under Internal Revenue Code (IRC) Section 501(c)(3) and is classified as other than a private foundation as defined by section 509(a) of the IRC. Therefore, it is generally exempt from federal and state income taxes. Accordingly, no provision for income taxes has been provided for in the accompanying financial statements. The Foundation is required by ASC 740-10, "Accounting for Uncertainty in Income Taxes," to evaluate and disclose tax positions that could have an effect on the foundation's financial statements. The Foundation reports its activities to the Internal Revenue Service and to the Commonwealth of Massachusetts on an annual basis. These informational returns are generally subject to audit and review by the governmental agencies for a period of three years after filing. Management believes it is no longer subject to review by taxing authorities for periods prior to 2022. Substantially all of the Foundation's income, expenditures, and activities relate to its exempt purpose. Therefore, management has determined that the Foundation is not subject to unrelated business income taxes and will continue to qualify as a tax-exempt not-for-profit entity.
Part XI, Line 2d - Other Adjustments:Event Expenses 65,150.
Part XI, Line 4b - Other Adjustments:Gifts to Agency Endowments 113,000.
Part XII, Line 2d - Other Adjustments:Other Fundraising Expenses 65,150.
Part XII, Line 4b - Other Adjustments:Other grants from agency endowment funds 18,469.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Spring Inspiration EventEvent1Nm
Gross Receipts Event1$311,699GrossReceiptsEvent1Amt
Gross Revenue Event1$311,699GrossRevenueEvent1Amt
Rent Facility Costs Event1$14,736RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$17,732OtherDirectExpensesEvent1Amt
Event2Community Leadership ReceptionEvent2Nm
Gross Receipts Event2$180,607GrossReceiptsEvent2Amt
Gross Revenue Event2$180,607GrossRevenueEvent2Amt
Rent Facility Costs Event2$10,365RentFacilityCostsEvent2Amt
Food And Beverage Event2$4,049FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$18,268OtherDirectExpensesEvent2Amt
Gross Receipts Total$492,306GrossReceiptsTotalAmt
Gross Revenue Total Events$492,306GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$25,101RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$4,049FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$36,000OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$65,150DirectExpenseSummaryEventsAmt
Net Income Summary$427,156NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (158 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
A Place to Turn
99 Hartford StreetNatickMA01760042790777501c3$42,500$0Program Support
Acton Community Supper & Food Pantry
235 Summer RdBoxboroughMA01719222569027501c3$10,000$0Program Support
Addiction Referral Center
33 Main StMarlboroughMA01752531334719501c3$9,000$0Program Support
Advocates Inc
1881 Worcester RoadFraminghamMA01702237451423501c3$64,727$0Program Support
African Cultural Services Inc
46 Elson RoadWalthamMA02452273145250501c3$15,500$0Program Support
Al's Angels Inc
342 Greens Farm RoadWestportCT02453200749310501c3$10,000$0Program Support
Alex's Team Foundation Inc
800 West Cummings Park Suite 3700WoburnMA02454020597775501c3$10,000$0Program Support
American Jewish Committee New England
126 High StreetBostonMA02456$10,000$0Program Support
Amherst College
The Annual FundAmherstMA02457042103542501c3$10,000$0Program Support
Angelman Syndrome Foundation Inc
315 E New York StreetAuroraIL02458593092842501c3$10,000$0Program Support
APT Fighting Chance Inc
415 Belmont StQuincyMA02459814251159501c3$10,000$0Program Support
Asperger Autism Network Inc
85 Main StreetWatertownMA02460043376227501c3$10,000$0Program Support
Assabet Valley Mastersingers Inc
PO BOX 911NorthboroughMA02461042709313501c3$6,064$0Program Support
Babson College
231 Forest StreetBabson ParkMA02462042103544501c3$15,000$0Program Support
Bellforge Arts Center
258 Main Street Unit 1MedfieldMA02463473735323501c3$10,000$0Program Support
Bethany Hill Place
89 Bethany RoadFraminghamMA02466042493492501c3$20,500$0Program Support
Boston Area Gleaners
91 Marton StActonMA02469300434755501c3$23,500$0Program Support
Boston BullPen Project
PO Box 920512NeedhamMA02470815329905501c3$10,000$0Program Support
Boston University WBUR 909
890 Commonwealth AveBostonMA02473042103547501c3$5,250$0Program Support
BRACE
560 Waverly StreetFraminghamMA02475454857122501c3$20,000$0Program Support
Bridge Over Troubled Waters
47 West StreetBostonMA02476042472126501c3$10,000$0Program Support
Brigham and Women's Hospital
Development OfficeBostonMA02477042312909$10,000$0Program Support
Bryant University
1150 Douglas PikeSmithfieldRI02479$5,500$0Program Support
BuildOn Inc
1111 Summer StStamfordCT02480223128648501c3$9,000$0Program Support
Carlisle Cultural Council
66 Westford StreetCarlisleMA02484043266789$14,358$0Program Support
Catholic Charities of the Diocese of Worcester
9 Spring StWhitinsvilleMA02485042103979501c3$20,000$0Program Support
Centre Street Food Pantry
11 Homer StreetNewtonMA02486273154521501c3$12,500$0Program Support
Chabad Center of Natick Inc
159 Boden LaneNatickMA01760043193839501c3$10,000$0Program Support
Chhandika Inc
33 Railroad AveStowMA01775223895077501c3$10,000$0Program Support
Children's Advocacy Center of Suffolk County
989 Commonwealth AveBostonMA022151308043273300501c3$40,000$0Program Support
Children's Aid & Family Services Inc
1480 John Fitch HighwayFitchburgMA01420042161932501c3$10,000$0Program Support
Communities for Restorative Justice
PO 961074BostonMA02196042261109501c3$10,000$0Program Support
Community Day Center of Waltham
16 Felton StreetWalthamMA02454562325323501c3$21,000$0Program Support
Community Servings Inc
179 Amory StreetBostonMA02130223154028501c3$7,500$0Program Support
Concord Antiquarian Society
53 Cambridge TurnpikeConcordMA01742042104035501c3$5,500$0Program Support
Crossroads
119 Myrtle StreetDuxburyMA02332042103837501c3$7,500$0Program Support
Dana Farber Cancer Institute
10 Brookline Place WestBrooklineMA02445042263040501c3$17,000$0Program Support
Danforth Art Museum School
14 Vernon StreetFraminghamMA01701042526917501c3$10,000$0Program Support
Daniel's Table Inc
56 Park StreetFraminghamMA01702473166043501c3$6,000$0Program Support
Dedham Food Pantry
100 River Ridge DriveDedhamMA02027043098455501c3$7,500$0Program Support
Dedham School of Music
671High StDedhamMA02026262755832501c3$9,000$0Program Support
Doc Wayne Youth ServicesInc
418 Commonwealth AvenueBostonMA02215274216064501c3$10,000$0Program Support
Domestic Violence Services Network Inc
PO BOX 536ConcordMA017426556043519394501c3$21,000$0Program Support
Dover-Sherborn Youth Baseball & Softball
PO Box 741DoverMA02030043445962501c3$125,000$0Program Support
Emerson Health Care Foundation
133 Old Road to Nine Acre CornerConcordMA01742042770980501c3$211,000$0Program Support
Employment Options Inc
82 Brigham StreetMarlboroughMA01752237089596501c3$20,000$0Program Support
Family Promise Metrowest
6 Mulligan StNatickMA01760205963640501c3$10,500$0Program Support
FamilyACCESS of Newton
492 Waltham StreetWest NewtonMA02465042232418501c3$10,000$0Program Support
First Parish Church in Lexington
7 Harrington RoadLexingtonMA02420042299661501c3$10,000$0Program Support
First Parish Wayland
50 Cochituate RoadWaylandMA01778042103733501c3$13,314$0Program Support
Framingham Adult ESL Program Fund
31 Flagg DriveFraminghamMA01702043266789$365,000$0Program Support
Framingham History Center
PO BOX 2032FraminghamMA017032032046121840501c3$10,000$0Program Support
Framingham State University McAuliffe Center
100 State StreetFraminghamMA01701042742666501c3$95,000$0Program Support
Fresh Start Furniture Bank
16 Brent DriveHudsonMA01749462512827501c3$10,000$0Program Support
Friendly House Inc
36 Wall StreetWorcesterMA01604042104239501c3$10,000$0Program Support
Friends of 2Life Communities
30 Wallingford RdBostonMA02135042607197501c3$10,000$0Program Support
Friends of the Southborough 300
132 Turnpike Road 250SouthboroughMA01772994068761$10,000$0Program Support
Friends of the Waltham Family School
510 Moody StreetWalthamMA02453462772840501c3$100,000$0Program Support
Gaining Ground Inc
PO BOX 374ConcordMA01742043083976501c3$35,500$0Program Support
GiveWell
1714 Franklin Street 100335OaklandCA946123488208625442501c3$10,000$0Program Support
Goodnow Library Foundation
21 Concord RoadSudburyMA01776043026646501c3$5,500$0Program Support
Granite State Adaptive
44 Mirror Lake DrMirror LakeNH03853271141889501c3$5,100$0Program Support
Gratis Healthcare Inc
PO Box 644FranklinMA02038863883420501c3$16,000$0Program Support
Greater Boston PFLAG
PO Box 541619WalthamMA02454953750694501c3$10,000$0Program Support
Greater Framingham Community Church
PO Box 629FraminghamMA01704043203768501c3$10,000$0Program Support
Hale Education
80 Carby StreetWestwoodMA02090042111550501c3$10,000$0Program Support
Heading Home
99 Bishop Allen DriveCambridgeMA02139237364546501c3$10,000$0Program Support
Healthy Waltham
510 Moody StreetWalthamMA02453043399437501c3$13,000$0Program Support
Hope and Comfort Inc
659 Highland AveNeedham HeightsMA02494451329518501c3$20,600$0Program Support
HOPE Worldwide New England Inc
214 Concord StreetFraminghamMA01702043129839501c3$7,500$0Program Support
Hopkinton Center for the Arts
98 Hayden RoweHopkintonMA01748272588125501c3$10,000$0Program Support
Hudson Community Food Pantry
28 Houghton StHudsonMA01749043225287501c3$7,500$0Program Support
Hudson Cultural Alliance
12 Old North RdHudsonMA01749842911060501c3$10,000$0Program Support
Immaculata High School
240 Mountain AvenueSomervilleNJ08876221508558501c3$10,000$0Program Support
Jacobs Pillow Dance
358 George Carter DirveBecketMA01223046002993501c3$20,000$0Program Support
Jeff's Place
281 Pleasant StFraminghamMA01701450920240501c3$15,000$0Program Support
Jewish Family Service of Metrowest
475 Franklin StreetFraminghamMA017026265042730898501c3$61,500$0Program Support
Justice Resource Insitute Inc
160 Gould StreetNeedham HeightsMA02494042526357501c3$10,000$0Program Support
Land's Sake
27 Crescent StreetWestonMA02493042702759501c3$6,500$0Program Support
Lexington Interfaith Outreach Food Pantry Inc
PO Box 635LexingtonMA02420900618236501c3$6,500$0Program Support
Lexington Semiquincentennial Commission (Lex 250)
1625 Massachusetts AvenueLexingtonMA02420146002277501c3$5,250$0Program Support
Lexington Symphony
PO Box 194LexingtonMA02420043301650501c3$7,500$0Program Support
Literacy Unlimited of Framingham Foundation
49 Lexington StLexingtonMA02421815258140501c3$10,000$0Program Support
Literations
1 Federal St 5th FloorBostonMA02110043227007501c3$125,500$0Program Support
Marlborough Public Schools
25 Union StreetMarlboroughMA01752$17,525$0Program Support
Massachusetts Alliance of Portuguese Speakers (MAPS)
1046 Cambridge StreetCambridgeMA02139042596270501c3$10,000$0Program Support
Massachusetts Bay Community College
50 Oakland StWellesley HillsMA02481222581930501c3$137,500$0Program Support
Massachusetts Horticultural Society
900 Washington StreetWellesleyMA024825725042104714501c3$10,000$0Program Support
MASSCreative
15 Channel Ctr St Ste 103BostonMA02210460904093501c3$20,000$0Program Support
Medway Community Farm
PO Box 239MedwayMA02053300516241501c3$6,000$0Program Support
Medway Village Church Food Pantry
Medway Village ChurchMedwayMA02053046118338501c3$12,500$0Program Support
Mental Health Collaborative
149 Wood StreetHopkintonMA01748833765472$10,000$0Program Support
MetroWest Collaborative Development Inc
79B Chapel StNewtonMA02458223073668501c3$10,000$0Program Support
MetroWest Food Collaborative
78 Main StHudsonMA01749$15,000$0Program Support
MetroWest Legal Services Inc
63 Fountain StreetFraminghamMA01702043177488501c3$30,000$0Program Support
MetroWest Mediation Services
220 North Main StreetNatickMA01760042710084501c3$10,000$0Program Support
Metrowest YMCA
280 Old Connecticut PathFraminghamMA01701042281530501c3$8,420$0Program Support
Milford Public Schools
31 West Fountain StMilfordMA01757$32,619$0Program Support
Minuteman Senior Services
1 Burlington Woods DrBurlingtonMA01803042587212501c3$20,000$0Program Support
Munroe Center for the Arts
1403 Massachusetts AveLexingtonMA02420043245366501c3$6,500$0Program Support
NAMI Massachusetts
331 Montvale AvenuWoburnMA01801042777012501c3$7,000$0Program Support
Natick High School
15 West StreetNatickMA01760043164739501c3$36,400$0Program Support
Natick Historical Society
58 Eliot StreetNatickMA01760042617537501c3$7,500$0Program Support
Natick Service Council Inc
2 Webster StreetNatickMA01760042433772501c3$37,500$0Program Support
Native Plant Trust
321 Commonwealth RoadWaylandMA01778042104768501c3$10,118$0Program Support
Needham Community Council
570 Hillside AvenueNeedhamMA02494042121365501c3$11,000$0Program Support
Needham Community Farm Inc
PO Box 920877NeedhamMA02492113822708501c3$6,000$0Program Support
New England Yearly Meeting of Friends
901 Pleasant StreetWorcesterMA01602056002914501c3$5,200$0Program Support
New Life Furniture Bank of MA
PO BOX 573MedfieldMA02052463642814501c3$37,500$0Program Support
Newton South High School
140 Brandeis RoadNewtonMA02459$15,000$0Program Support
One Family Inc
423 West BroadwayBostonMA02127542076936501c3$10,000$0Program Support
Open Table Inc
PO Box 42ConcordMA01742043048933501c3$12,500$0Program Support
OUT MetroWest Inc
PO Box 2122FraminghamMA01703465712986501c3$21,479$0Program Support
Pan-Massachusetts Challenge
77 4th AvenueNeedhamMA02494042746912501c3$11,500$0Program Support
Philanthropy Massachusetts
133 Federal Street Suite 802BostonMA02110042457605501c3$5,040$0Program Support
Phillips Brooks House Association
Franklin I-O Summer Urban ProgramCambridgeMA021386565046046123501c3$6,000$0Program Support
Plugged In Teen Band Program
40 Freeman PlaceNeedhamMA02492651195693501c3$10,000$0Program Support
REACH Beyond Domestic Violence
PO Box 540024WalthamMA02454042735449501c3$31,100$0Program Support
Resist Inc
PO Box 301240BostonMA02130042433182501c3$100,000$0Program Support
Revive Discipleship
40 Howe StreetFraminghamMA01701872753434501c3$15,000$0Program Support
RIA House
330 Cochituate Road 1784FraminghamMA01701462837911501c3$15,000$0Program Support
Rose Art Museum
Brandeis UniversityWalthamMA02453330863146501c3$15,000$0Program Support
Sacred Heart Parish
718 Massachusetts AvenueLexingtonMA02420$15,900$0Program Support
SAFE Coalition
31 Hayward StFranklinMA02038810856576501c3$8,000$0Program Support
Saga Education
13 Hickory Hill LaneFraminghamMA01702472168942501c3$50,000$0Program Support
SMOC
7 Bishop StreetFraminghamMA01702042389659501c3$15,000$0Program Support
SNAP-Special Needs Arts Program
PO Box 598LexingtonMA02420222570673501c3$17,500$0Program Support
Spoonfuls Inc
1304 Commonwealth AvenueBostonMA02134271810597501c3$22,500$0Program Support
Springwell Inc
307 Waverley Oaks RdWalthamMA02452042616064501c3$21,000$0Program Support
Stow Food Pantry
PO BOX 437StowMA01775043096565501c3$6,000$0Program Support
Student Clinic for Immigrant Justice
217 Hanover StreetBostonMA02113851956744501c3$6,000$0Program Support
Sudbury Community Food Pantry
160 Concord RoadSudburyMA01776043237546501c3$20,000$0Program Support
The Bridge Project
515 Canal St Ste 1cNew YorkNY10013881293144501c3$50,000$0Program Support
The Discovery Museums
177 Main StreetActonMA01720042741645501c3$10,121$0Program Support
The Family Pantry of Cape Cod
133 Queen Anne RdHarwichMA02645223079904501c3$7,500$0Program Support
The Guild for Human Services
521 Virginia RoadConcordMA01742042104849501c3$10,000$0Program Support
The Institute for the Study of Global Antisemitism and Policy
450 Park Avenue South 3rd FloorNew YorkNY10016201381912501c3$10,000$0Program Support
The Key Program Inc
77 Rumford AvenueWalthamMA02453042539878501c3$10,000$0Program Support
The Rashi School
8000 Great Meadow RoadDedhamMA02026222581549501c3$40,000$0Program Support
The Second Step
PO Box 600213NewtonvilleMA02460222868513501c3$10,000$0Program Support
Think Outside the Vox
311 Great RdLittletonMA01460920996835501c3$12,500$0Program Support
Three Squares New England
PO Box 1055DedhamMA02027464636259501c3$7,500$0Program Support
Thrive Support and Advocacy
65 Boston Post Road WestMarlboroughMA01752042532990501c3$20,000$0Program Support
Town of Lexington
1625 Mass AveLexingtonMA02420$10,000$0Program Support
Town of Wellesley
525 Washington StreetWellesleyMA02482$8,000$0Program Support
United Way of Massachusetts Bay and Merrimack Valley
PO Box 51381BostonMA022051381042382233501c3$5,500$0Program Support
United Way of Tri-County
46 Park StreetFraminghamMA017026652042104231501c3$5,500$0Program Support
Victim Rights Law Center
11 Beacon StBostonMA02109020588944501c3$5,500$0Program Support
Walpole Community Food Pantry
PO Box 43WalpoleMA02111223260674501c3$7,500$0Program Support
Waltham Boys and Girls Club
20 Exchange StreetWalthamMA02451042103927501c3$185,837$0Program Support
Waltham Fields Community Farm
240 Beaver StWalthamMA02452043261186501c3$7,500$0Program Support
WATCH Inc
24 Crescent StreetWalthamMA02453222918528501c3$25,000$0Program Support
Wellesley Food Pantry
207 Washington StreetWellesleyMA02481450941804501c3$6,000$0Program Support
Wellesley Theatre Project
39 Standish RoadWellesleyMA02481454189831501c3$16,500$0Program Support
Wellesley Weston Chabad Center
793 Worcester StreetWellesleyMA02481912169896501c3$10,000$0Program Support
Dignity Matters
PO Box 1262WestboroughMA01581814572839501c3$28,000$0Program Support
Metro SouthWest Workforce Board Inc
1671 Worcester RoadFraminghamMA01701043530815501c3$50,000$0Program Support
Open Door Theater of Acton Inc
PO Box 2553ActonMA01720042785919501c3$7,500$0Program Support
FieldValueIRS element (for citing)
Total501c3 Org158Total501c3OrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Jay Kim
Executive Director$246,035$0$0$0$0$0$0$0$7,381$0$253,416$0$0$0
Caroline Murphy
Vice President$151,272$0$0$0$0$0$0$0$4,538$0$155,810$0$0$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution19ContributionCnt
Noncash Contributions Rpt F990$1,387,223NoncashContributionsRptF990Amt
Method Of Determining RevenuesQuoted Stock PricesMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 32b:FormAndLineReferenceDesc
ExplanationA third party is used to process noncash contributions Stock contributions are sold by investment managers immediately upon notification of receipt, then they are reinvested in accordance with the Foundation's investment policy.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bThe 990 is reviewed by the audit committee with the auditors, then copies are provided for all the trustees for review at the next full board meeting.
Form 990, Part VI, Section B, line 12cConflict of interest disclosures must be signed by all staff, trustees and committee members, disclosures are sent to all trustees as part of the annual audit process, committee members receive disclosures following the annual meeting.
Form 990, Part VI, Section B, line 15aExecutive compensation is determined based on: 360 performance review containing feedback from staff, trustees and independent persons and review of other local community foundation salaries.
Form 990, Part VI, Section C, line 18The organization's Forms 990 and Form 1023 are available on the organization's web site, on Guidestar and upon request at the organiztion's office.
Form 990, Part VI, Section C, line 19The organization's governing documents, conflict of interest policy and financial statements are made available to the public on the organization's web site.
Form 990, Part XI, line 9:Net Agency Endowment Activity -94,531.

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